Verum Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
1,752
+72
| +4% | +$21K | 0.12% | 93 |
|
|
2025
Q1 | $525K | Buy |
1,680
+40
| +2% | +$12.5K | 0.14% | 83 |
|
|
2024
Q4 | $475K | Buy |
1,640
+51
| +3% | +$14.8K | 0.14% | 93 |
|
|
2024
Q3 | $484K | Buy |
1,589
+27
| +2% | +$8.22K | 0.14% | 89 |
|
|
2024
Q2 | $398K | Sell |
1,562
-29
| -2% | -$7.39K | 0.13% | 99 |
|
|
2024
Q1 | $449K | Sell |
1,591
-39
| -2% | -$11K | 0.16% | 91 |
|
|
2023
Q4 | $483K | Buy |
1,630
+197
| +14% | +$58.4K | 0.19% | 81 |
|
|
2023
Q3 | $378K | Buy |
1,433
+198
| +16% | +$52.2K | 0.17% | 86 |
|
|
2023
Q2 | $369K | Buy |
+1,235
| New | +$369K | 0.33% | 60 |
|